Investment Principals

Tom Montgomery

Founder & Managing Partner

Carlos A. Lacayo

Partner & Managing Director

Larry Calton

Special Opportunities

Core Deal Team

Daniel Lunsford

Vice President

Doak Kuhne

Vice President

Research Associate

Ashley Piszczatoski

Peter Orsak

Financial Analyst

Accounting and Operations

Myra Flick

CFO & Fund Controller

Whitney Hoffman

Fund Accountant

Sharla Gunn

Executive Officer